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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,606 | $138,075-33.7% | $123,552-25.9% | $135,379-32.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.98% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $943 | $5,152-81.7% | $4,628-79.6% | $4,779-80.3% |
| Participant deferral / active EE | $10,462 | $6,800+53.9% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $147 | $10,917-98.7% | $9,285-98.4% | $10,828-98.6% |